As Wall Street braces for a rotation out of tech stocks as small caps rise, CFRA Research Chief Investment Strategist Sam Stovall joins Wealth! to discuss how investors can best position their portfolios.

"I think investors right now, first off, should make sure that they are not going to allow their emotions to become their portfolio's worst enemy," Stovall explains. He calls the rotation out of Big Tech "quite natural and necessary," as other stocks that were under pressure during the tech rally finally see some growth.

He adds that the participation expansion is "actually positive for equities, because now more and more of the constituents within the broader market are participating in the advance." If investors want to take a look at their investments, Stovall advises, "simply hit the rebalance button on your 401(k), take a look at all of the stocks and ETFs that you have to see what exposure you do have to technology. In the S&P 500 (^GSPC), it's a little more than 33%. On an equal-weighted basis, it's about half that. So just make sure you don't have way more exposure to tech stocks than you have in the broader market."

For more expert insight and the latest market action, click here to watch this full episode of Wealth!

This post was written by Melanie Riehl